What truly matters
to you?

This is where we always begin.

Registered Investment Advisor
Wealth Management

Built for you.

Wealth Management
Financial Advisor
Why Choose Us

Let's plan your financial path.

Independent

Our recommendations are based solely on your goals and objectives.

Fiduciary

Putting our client’s best interests FIRST at all times.

Comprehensive

We take care of the details without ever losing sight of the big picture.

Fee-only

An open and transparent relationship is the key to long-term success.
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About Us

Client-First Philosophy

What truly matters to you? Understanding each client's personal and financial objectives is our team’s top priority. From this exploration, our advisors ultimately create and execute a thoughtful financial plan for you. This discovery expands beyond the traditional analytics in financial planning – i.e. specific effort is focused around understanding your values and feelings about money, and how you envision the future for you and your loved ones.

We foster a collaborative culture where the advisors are a cornerstone in the strategy and growth of the firm. We maintain an inclusive and diverse environment which is critical for the success of our clients’ outcomes. Lastly, independence does not mean the elimination of a team structure – instead, it means the voice of each matters in the decision-making.

That is Orbis Wealth. We are a fiduciary wealth management firm.

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Partners

Our strategic alliances.

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Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
To Check Firm or Individual Backgrounds please go to adviserinfo.sec.gov.
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